We are live on ! Find out more
MSDL icon

Morgan Stanley Direct Lending Fund

117 hedge funds and large institutions have $505M invested in Morgan Stanley Direct Lending Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

6% more funds holding

Funds holding: 110117 (+7)

4.5% more ownership

Funds ownership: 31.63%36.13% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $521M → $505M (-$16M)

62% less call options, than puts

Call options by funds: $932K | Put options by funds: $2.43M

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
48
Reduced
35
Closed
15
Calls
$932K
Puts
$2.43M
Net Calls
-$1.49M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
126
Catalina Capital Group
California
-$301K -16,098 Closed
HighTower Advisors
127
HighTower Advisors
Illinois
-$289K -15,457 Closed
EGM
128
Engineers Gate Manager
New York
-$257K -13,709 Closed
GC
129
Grimes & Company
Massachusetts
-$242K -12,928 Closed
IFG
130
Independent Financial Group
California
-$241K -12,900 Closed
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
-$214K -11,405 Closed
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
-$210K -11,200 Closed